Trust Administration

Trust Administration

    Probate Administration

    Professional & Thorough Over many years, our team has gained the experience and expertise necessary to make this process as seamless as possible. We will establish your goals and align expectations. If you have any questions, simply reach out to us.

    Estate Planning

    Expert Guidance As one of our most popular services, these appointments tend to fill up fast. No matter what legal issue you have, rest assured that we will provide all the resources and guidance you need to succeed.

    Guardianship Administration

    Professional & Thorough Over many years, our team has gained the experience and expertise necessary to make this process as seamless as possible. We will establish your goals and align expectations. If you have any questions, simply reach out to us.

    Trust Administration

    Professional & Thorough Over many years, our team has gained the experience and expertise necessary to make this process as seamless as possible. We will establish your goals and align expectations. If you have any questions, simply reach out to us.

    When considering trust services for a law firm, it’s essential to ensure compliance with legal regulations and provide clients with reliable and secure options for managing their funds. Here are some key trust services to consider:

    IOLTA Accounts

    These Interest on Lawyers' Trust Accounts allow law firms to...

    IOLTA Accounts

    These Interest on Lawyers' Trust Accounts allow law firms to hold client funds while earning interest that benefits legal aid programs.

    Escrow Services

    Managing funds held in escrow for real estate transactions, settlements.

    Escrow Services

    Managing funds held in escrow for real estate transactions, settlements, or other legal agreements, ensuring proper disbursement according to the terms of the agreement.

    Client Retainer Accounts

    Maintaining separate accounts for client retainers helps...

    Client Retainer Accounts

    Maintaining separate accounts for client retainers helps manage and protect client funds while ensuring transparency in billing.

    Cybersecurity Solutions

    Implementing secure methods for handling sensitive client..

    Cybersecurity Solutions

    Implementing secure methods for handling sensitive client information and funds, including encryption and secure communication channels.

    Compliance and Risk Management

    Providing tools and guidance to help ensure adherence to...

    Compliance and Risk Management

    Providing tools and guidance to help ensure adherence to legal ethics and regulations regarding client funds.

    Financial Reporting

    Regular reporting to clients regarding the status of their funds,...

    Financial Reporting

    Regular reporting to clients regarding the status of their funds, interest earned, and disbursements to maintain transparency and trust.

    Training and Resources

    Offering training for law firm staff on managing trust...

    Training and Resources

    Offering training for law firm staff on managing trust accounts and understanding fiduciary responsibilities.

    By integrating these trust services, law firms can enhance their client relationships and uphold their ethical obligations effectively.